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Invesco BulletShares 2028 Corporate Bond ETF
BSCS

Overview Fund Activity

220 hedge funds and large institutions have $1.15B invested in Invesco BulletShares 2028 Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 141 increasing their positions, 29 reducing their positions, and 6 closing their positions.

Holders
220
Holders Change
+24
Holders Change %
+12.24%
% of All Funds
3.19%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
31
Increased
141
Reduced
29
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Lido Advisors
1
Lido Advisors
California
$92.1M
2
HBT
2
Hills Bank & Trust
Iowa
$37.7M
3
LPL Financial
3
LPL Financial
California
$49.1M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$43.9M
5
SFG
5
Sterling Financial Group
California
$12.3M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$128M
2
ACA
2
Aptus Capital Advisors
Alabama
$13.9M
3
LPT
3
Legacy Private Trust
Wisconsin
$3.69M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$2.63M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$12.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MML Investors Services
51
MML Investors Services
Massachusetts
$4.29M +$1.82M +90,473 +73%
CCB
52
Country Club Bank
Missouri
$4.17M -$89.6K -4,465 -2%
HWM
53
Horizons Wealth Management
North Carolina
$3.97M – – –
CCP
54
Carmel Capital Partners
California
$3.77M +$560K +27,922 +17%
CIA
55
Concurrent Investment Advisors
Florida
$3.69M +$3.69M +184,080 New
LPT
56
Legacy Private Trust
Wisconsin
$3.69M -$6.38M -317,775 -63%
MCB
57
Morton Community Bank
Illinois
$3.66M +$1.96M +97,775 +115%
OLA
58
Oliver Luxxe Assets
New Jersey
$3.48M +$1.31M +65,189 +60%
AWG
59
Altus Wealth Group
Colorado
$3.45M -$187K -9,294 -5%
RC
60
Rovin Capital
Arizona
$3.23M +$92K +4,581 +3%
R
61
Rebalance
California
$3.21M +$241K +12,000 +8%
IWC
62
Integrated Wealth Concepts
Massachusetts
$3.19M +$190K +9,444 +6%
PA
63
Procyon Advisors
Connecticut
$3.18M -$282K -14,048 -8%
SIC
64
SFE Investment Counsel
California
$3.11M +$583K +29,031 +23%
RMDI
65
R.M. Davis Inc
Maine
$2.97M +$1.25M +62,267 +73%
AA
66
Addison Advisors
Vermont
$2.95M +$307K +15,273 +12%
ECM
67
Exchange Capital Management
Michigan
$2.81M +$632K +31,493 +29%
SCA
68
Stonebridge Capital Advisors
Minnesota
$2.77M -$689K -34,338 -20%
HighTower Advisors
69
HighTower Advisors
Illinois
$2.63M -$3.77M -187,623 -59%
NCM
70
Novare Capital Management
North Carolina
$2.62M +$273K +13,601 +12%
MGIA
71
Matthew Goff Investment Advisor
Texas
$2.54M -$34.1K -1,701 -1%
SFA
72
Souders Financial Advisors
Ohio
$2.46M +$119K +5,929 +5%
NPP
73
New Potomac Partners
Maryland
$2.42M +$1.92M +95,685 +384%
EWM
74
Empirical Wealth Management
Washington
$2.42M +$9.77K +487 +0.4%
BWM
75
BCS Wealth Management
Tennessee
$2.41M +$992K +49,429 +70%
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